• Bookmarklet to open a record in the Classic Web Client

      Jared Johnson, 03 May 2019

      If you have set the Unified Interface Client as the default (details on how to do this are here) you may want to quickly open a record in the classic Web Client. For instance, you may want to access the Background or Realtime processes sessions for a record and these are not currently viewable in th

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    • Using Firefox Multi-Account Containers with Dynamics 365

      Jared Johnson, 04 March 2019

      One annoyance I often run into is having to be logged into multiple Dynamics 365 systems at the same time or wanting to be logged in as different users into the same system. This tends to result in having half a dozen different browser instances open which can become a mess. This is where the Multi

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    • Triggering Plugins on Update of Multi-Select Option Set in Dynamics 365

      Jared Johnson, 18 February 2019

      Dynamics 365 Version 9 added a largely-requested feature: Multi-select Option Set. While they are supported by most of the functionality of Dynamics 365 now, you will find that when you go to register a plugin step with a Multi-select Option Set as one of the Filtering Attributes or add one to a Pre

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    • New PowerApps View Editor for CDS Model Driven Apps and Dynamics 365

      Jared Johnson, 14 February 2019

      With the addition of solutions for Model Driven apps in PowerApps, we are getting replacements for many of the old editors that have barely been updated since CRM 2011 or earlier including the solution editor, form editor and view editor. Funnily enough this is the second time a new view editor has

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    • Dynamics 365 V9.1 Enable Unified Interface UI Updates on Upgraded Organizations

      Jared Johnson, 27 November 2018

      As of the 9.1 Update to Dynamics 365, as described here, Microsoft have updated the Unified Interface’s UI with big improvements to the Sitemap and Command bar. While this will show by default in new trials and organizations, existing systems that get upgraded will still use the older UI. While in

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    • Using the Power Platform Analytics to Manage Storage Usage for Dynamics 365

      Jared Johnson, 12 November 2018

      With the recent updates to the Power Platform Admin center, we now have a new way to check out what the statistics of what is using the storage in Dynamics 365. To get there you can either go directly to https://admin.powerplatform.microsoft.com, or click no the Try the new Admin center link from

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    • Dynamics 365 Error Adding Product Bundles After Upgrade to Version 9

      Jared Johnson, 06 November 2018

      After doing a test upgrade of an 8.2 instance to Version 9, we received an error when adding product bundles to an opportunity where the bundle had existed in 8.2. When adding a bundle from the grid it would return an error with the code - 2147206380. And from the Opportunity Product form it would

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    • Using fetchXml with Xrm.WebApi.retrieveMultipleRecords in Dynamics 365 V9

      Jared Johnson, 12 July 2018

      Dynamics 365 V9 includes the new Xrm.WebApi helpers that allow you to access the Dynamics 365 Web API without having to create your own requests. The Xrm.WebApi.retrieveMultipleRecords method allows you to easily retrieve records, but the examples on MSDN only demonstrate how to use this using the O

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    • Dynamics 365 Detect Unified Interface from JavaScript

      Jared Johnson, 05 June 2018

      With the introduction of the new Unified Interface in Dynamics 365, you may want to be able to detect if the current form is being rendered in the Unified Interface or not in JavaScript. It is possible to do this with an internal function: Xrm.Internal.isUci(). This function will return true if call

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    • Preventing Duplicate Email Signatures in Workflows in Dynamics 365

      Jared Johnson, 03 May 2018

      When generating emails automatically in Workflows, you often will want to include a signature. It is possible to retrieve the Email Signature entity in a Custom Workflow activity and return the HTML which can be added into the email. While this will appear to work fine if the email is also sent in t

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    • Triggering Scheduled Azure WebJobs via a Dynamics 365 Web Hook

      Jared Johnson, 06 April 2018

      Web Hooks were introduced in Dynamics 365 V9. In the documentation for Web hooks, it is recommended to use them with Azure Functions, but what if you have existing Azure WebJobs? For example, WebJobs that are designed as a scheduled service to run complex rollup calculations on recently updated reco

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    • Dynamics 365 V9 Contact Records Not Opening from All Contacts View

      Jared Johnson, 15 March 2018

      In the Dynamics 365 V9 update there is a new view for Contacts – the “All Contacts” view. However, attempting to open existing contacts from this view only results in the new contact form opening instead. If we look at the FetchXml for this view we can see that this view is missing the contactid att

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    • Workaround with Report Authoring Extension Connection Issues with Dynamics 365 V9

      Jared Johnson, 09 March 2018

      Now that Microsoft are enforcing TLS1.2 for Dynamics 365 V9, a bunch of older tools will no longer be able to connect to CRM. This currently also includes the Report Authoring Extension for SQL Server Data Tools that allows creating FetchXml reports, as there has been no new version released for V9

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    • Dynamics 365 V9 - SharePoint Integration Now Displays Folders Again

      Jared Johnson, 07 February 2018

      With the release of the Server-side Sync SharePoint integration with Microsoft Dynamics CRM 2013, one of the features that did not carry over from the list component was displaying of SharePoint folders. If a document folder contained say 4 folders each with its own documents, in the Documents area

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    • Dynamics 365 V9 JavaScript Web Resource Dependencies

      Jared Johnson, 05 February 2018

      Prior to the V9 update to Microsoft Dynamics 365, if a JavaScript Web Resource was dependent on another, both had to be added to the forms scripts or on a ribbon button command in the correct order.  Forgetting to add a required JavaScript library to the form was one of the most common errors f

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